James Zhu

Director at Georgia Oak Partners
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Contact Information
us****@****om
(386) 825-5501
Location
Atlanta, Georgia, United States, GE

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Credentials

  • Series 63
    FINRA
  • Series 79
    FINRA

Experience

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Director
      • Mar 2021 - Present

      Georgia Oak Partners makes equity investments in Southeast founder and family-owned companies. We have the flexibility to complete full buyouts or provide growth equity to owners who are deeply passionate about their legacy and growth prospects of their business. Georgia Oak Partners makes equity investments in Southeast founder and family-owned companies. We have the flexibility to complete full buyouts or provide growth equity to owners who are deeply passionate about their legacy and growth prospects of their business.

    • United States
    • Financial Services
    • 700 & Above Employee
    • Vice President
      • Oct 2019 - Mar 2021

    • Investment Banking - Associate
      • Jul 2017 - Oct 2019

    • United States
    • Financial Services
    • 700 & Above Employee
    • Investment Banking - Summer Associate
      • Jun 2016 - Aug 2016

    • United States
    • Software Development
    • 700 & Above Employee
    • Senior Consultant
      • Feb 2014 - Jul 2015

    • United States
    • IT Services and IT Consulting
    • 700 & Above Employee
    • Software Sales Engineer
      • Jan 2011 - Feb 2014

Education

  • Emory University - Goizueta Business School
    Master of Business Administration (M.B.A.)
    2015 - 2017
  • Georgia Institute of Technology
    BS, Electrical and Computer Engineering
    2006 - 2010

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